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Future Finance retweeted
Gold just had its best year since 1979.
Here’s where it closed each year since 2000 (per ounce):
• 2000: $274
• 2001: $277
• 2002: $347
• 2003: $416
• 2004: $436
• 2005: $513
• 2006: $632
• 2007: $834
• 2008: $870
• 2009: $1,088
• 2010: $1,406
• 2011: $1,531
• 2012: $1,658
• 2013: $1,205
• 2014: $1,206
• 2015: $1,060
• 2016: $1,146
• 2017: $1,291
• 2018: $1,279
• 2019: $1,515
• 2020: $1,888
• 2021: $1,806
• 2022: $1,814
• 2023: $2,078
• 2024: $2,609
• 2025: $4,368
Roughly 16x in 25 years.
But anyone who bought at the end of 2012 waited until 2020 just to break even.
Gold (traditionally) pays no interest, dividends, or earnings…
Exactly why proper portfolio construction is so important.
Future Finance retweeted
BREAKING: The US 10Y Note Yield falls to 5.00% for the first time since September 23rd as the selloff in technology stocks deepens.
Future Finance retweeted
🚨 INSIGHT: Bitcoin may be forming a bottom as selling pressure eases, but a sustained rally still needs stronger spot demand, according to CryptoQuant analyst.
Future Finance retweeted
JUST IN: 🇺🇸 U.S. Spot Bitcoin ETFs saw $526.7 million in inflows yesterday 🚀
Future Finance retweeted
From the FT:
"Investors are racing to buy credit default swaps to protect their portfolios in the event the AI boom unravels....
In a sign of investors’ increasing unease over the borrowing binge, the cost of buying CDS on many AI-linked companies has hit record highs this month."
#economy #markets #tech #bonds @ft
Future Finance retweeted
Well, this post struck a nerve.
Calls for a "Black Monday" stock market crash are trending again. Last night, we took the opposite view.
As with every market prediction we make, there are thousands of people urging others to "fade" us.
But take a look at the chart below. It shows every time "Black Monday" has trended on social media since May 2025.
History suggests that calls for a "Black Monday" crash have repeatedly presented some of the best buying opportunities.
And as we outline in our analysis below, the majority of stocks in the S&P 500 have already experienced a bear market, EVEN AS the index trades near record highs; a largely unprecedented occurence.
How is this possible? Read our full analysis here:
teapaw.org/KobeissiLetter/status/…
Future Finance retweeted
BREAKING: The 3x leveraged long Semiconductor ETF, $SOXL, has attracted +$3.8 billion in inflows so far this week, putting it on track for its largest weekly intake on record.
This follows 3 consecutive weekly outflows, the longest streak since May.
By comparison, the previous record weekly inflow was +$3.1 billion posted in June this year.
This comes despite $SOXL falling -35% over the last 7 trading sessions.
Meanwhile, the Semiconductor ETF, $SMH, has posted +$430 million in inflows so far this week, on track for its biggest weekly inflow since the start of September.
At the same time, the Semiconductor ETF, $SOXX, has attracted +$574 million, on pace for its 2nd-largest weekly intake since August.
Investors are piling into leveraged semiconductor ETFs at a record pace.
Future Finance retweeted
BREAKING: US oil prices surge to their highest level since September 17th as US-Iran tensions escalate.
Future Finance retweeted
The last 48 hours have been very telling.
After US CPI inflation rose to 3.7% on Wednesday, the 10Y Note Yield surged to 5.33%.
~24 hours later, it was -30 basis points lower as the S&P 500 and technology stocks sold off.
Today, yields are back on the rise as equity markets recover.
The ONLY thing that has materially pushed yields lower over the last 2 months has been a downturn in stocks.
Will the Trump Administration soon be forced to pick between the equity and bond market?
Future Finance retweeted
Today we’re releasing Muse Spark Open, the most capable US open-weight model to date.
Built for coding and agentic work, it excels at long-horizon tasks, complex software engineering, and multi-step reasoning.
Key Model Specs:
→ 816B total / 42B active parameters
→ 1M token context window
→ Natively multimodal across text, image, video, audio
Future Finance retweeted
Oil is surging as US crude inventories post their biggest draw since the start of the war.
- Expected: +0.2 million barrels
- Actual: -8.5 million barrels
We were promised that Hormuz flows had returned to pre-war levels... Instead, we got a massive inventory draw.
We are drowning in paper oil and fake news but are desperately short of the actual oil our economy depends on.
Brace for inflation.
Future Finance retweeted
BREAKING: The Nasdaq 100 extends losses to over -2% on the day as US inflation rises.
The S&P 500 has erased -$1 trillion today.
Future Finance retweeted
*FED'S COLLINS SAYS SHE EXPECTS US CENTRAL BANK TO RAISE INTEREST RATES 'A BIT FURTHER' BY END OF THE YEAR
Future Finance retweeted
We discovered a sophisticated recording device that was hidden inside one of our offices. We used our models to understand the device and where it had come from, identifying that a specific employee had planted it a few days earlier. We referred the matter to the FBI, and we’re grateful to the agents and prosecutors who moved quickly to make an arrest. The FBI’s investigation is ongoing and we will continue to support their work.
At this time, we have no indications of this individual inappropriately accessing or exfiltrating model weights, source code, or customer data. The employee was terminated.
We take protecting our technology, data, and people seriously, and as a matter of national importance. Our security program is designed to protect against a wide range of threat actors, from insider risks to cybercriminals to nation states, and this case is an example of how AI can help address these sophisticated security threats.
Future Finance retweeted
Gemini 4 Argon is now globally available.
Built to solve your hardest problems from start to finish, the model brings frontier capabilities across coding, enterprise workflows, and cyber defense.
Future Finance retweeted
Evidence of how leveraged the entire tech sector is to OpenAI & Anthropic: an FT story about OpenAI's revenue's being less than initially reported is spurring a more than 5% drop in Oracle shares, exacerbating losses from Nvidia and AMD to Microsoft ft.com/content/b66a9858-f8fb….
Future Finance retweeted
Nine research desks, one free newsletter. Future Finance covers AI, digital assets, and markets for investors thinking long-term, not day-to-day.
Frank Curzio, Jim Rickards, our own Tan Gera, and six more names you'd recognize write it together.
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